Tata Focused Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹5,000

Tata Focused Growth Direct Plan

NAV
₹25.3839
-0.53%
(2 Feb)
AUM
1,859 Cr
TER
0.64%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+17.5%
+13.3%
+10.6%
+8.0%
+7.1%
+0.4%
3Y
+24.1%
+22.9%
+21.6%
+16.8%
+16.9%
+23.6%
5Y
+22.7%
+25.6%
+22.4%
+15.8%
+17.6%
+18.8%
ALL
+16.2%
+15.6%
+23.3%
+13.1%
+16.5%
+21.1%
VOL
15.0%
16.7%
14.2%
-
18.0%
14.8%
TER
0.6%
0.6%
0.4%
-
0.6%
0.6%
AUM
₹14,569 Cr
₹26,537 Cr
₹2,228 Cr
-
₹1,859 Cr
₹4,912 Cr
INFO
1.08
0.93
1.63
-
0.92
1.43
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Tata Focused (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
HDFC Bank Ltd
7.8%
Axis Bank Ltd
6.4%
Tech Mahindra Ltd
6.2%
ICICI Bank Ltd
5.3%
Reliance Industries Ltd
4.7%
Cash / Net Current Asset
4.5%
Adani Ports & Special Economic Zone Ltd
4.0%
Ambuja Cements Ltd
3.9%
NTPC Ltd
3.9%
Larsen & Toubro Ltd
3.8%
Top industry exposure
Financial Services
26.5%
Healthcare
13.2%
Consumer Cyclical
11.2%
Technology
10.4%
Industrials
9.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
53%
Lock-in period
-
Exit load
• 0.5% for redemption within 30 days
Fund objective
The investment objective of the scheme is to generate long term capital appreciation by investing in equity & equity related instruments of maximum 30 stocks across market caps.
Fund manager(s)
Anand Sharma
Hasmukh Vishariya

FAQs